Venturi Wealth Management, LLC's ownership history for HEFA

Venturi Wealth Management, LLC currently holds 12.0K shares with a market value of $475.3K. It started holding HEFA on 2024-09-30. At its peak, it held 12.1K shares on 2024-09-30. Its highest holding value was $475.3K on 2025-09-30. At its lowest, it held 10.4K shares on 2025-06-30, with a value of $377.9K on 2025-03-31. In the recent 180 days, Venturi Wealth Management, LLC has increased its shares by 1.6K.